See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,650 | $72,177-28.4% | $115,037-55.1% | $59,632-13.4% |
| Participation rate | 70.4% | 72.6%-2.2pp | 81.4%-11.0pp | 68.7%+1.7pp |
| Annual return | -3.75% | 12.02%-15.8pp | 26.14%-29.9pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $2,257 | $2,841-20.6% | $4,608-51.0% | $2,203+2.5% |
| Participant deferral / active EE | $4,694 | $4,783-1.9% | $6,026-22.1% | $3,192+47.1% |
| Admin fee / account holder | $174 | $4,927-96.5% | $8,175-97.9% | $4,297-96.0% |